Smartping logoClicksign logo

Connect Smartping and Clicksign

Integrate Smartping with Clicksign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

AI Powered Built to Scale 2300+ Integrations
Book a demo
Full list

Supported Triggers & Actions

Everything you can automate between Smartping and Clicksign.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Cancelled

Document Cancelled

Triggered when a document is manually cancelled.

New Signer

New Signer

Triggered when a new signer is added to a document.

New Document

New Document

Triggers when new document is uploaded in the clicksign.

Document Finalized

Document Finalized

Triggers when a document is manually finalized.

Signer Removed

Signer Removed

Triggers when a signers are removed from a document.

Signatory signs a document

Signatory signs a document

Triggers when a signatory signs a document.

Request a new Trigger for Smartping

Do thisActions

Action is the task that follows automatically within your Smartping integrations.

Send SMS

Send SMS

Send an SMS to a single recipient using a specified sender ID and DLT details.

Send Standard RCS Message

Send Standard RCS Message

Send a standard RCS template message to a recipient's phone with optional text, URL, or call buttons.

Send Rich Card RCS Message

Send Rich Card RCS Message

Send a Rich Card RCS template message to a phone number, including text, URL buttons, or call buttons.

Create Document

Create Document

Request for creating documents at Clicksign via template.

Duplicate Document

Duplicate Document

Duplicate a document that has already been finalized at Clicksign.

List Templates

List Templates

Get list of all templates of clicksign.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
◆AI Workflow Builder

From idea to automation.
AI will build it for you

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

No coding required|Review before publishing|Works with 2,300+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Smartping and Clicksign free

No credit card required. Set up your first workflow in minutes.

Integrations Smartping
Smartping + Clicksign
Smartping logo

About Smartping

Smartping is a UCaaS/CPaaS platform for enterprises to manage omnichannel customer communication across SMS, voice, WhatsApp, RCS, and email. It provides programmable APIs, a cloud contact center, and Gen‑AI voicebots/conversational AI to automate support, marketing, and transactional messaging with telco‑grade reliability and compliance.

Learn more
Integrations Clicksign
Clicksign + Smartping
Clicksign logo

About Clicksign

Clicksign is a digital signature platform that enables users to sign documents electronically, ensuring security and compliance. It streamlines the process of document signing, making it efficient and paperless.

Learn more

Frequently Asked Questions

How do I connect Smartping and Clicksign?

Sign up for a free viaSocket account, then authorize both your Smartping and Clicksign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Smartping and Clicksign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Smartping to Clicksign?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clicksign. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Smartping triggers actions in Clicksign, and a separate workflow where Clicksign triggers actions in Smartping. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Smartping and Clicksign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Smartping and Clicksign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.